The following is a text transcript of the presentation made at the BAS (CORE) Oklahoma Executive Board meeting in October 2009.

Slide 1

BAS Executive Board Oct. 14, 2009
Next CEB Scheduled - Nov. 18, 2009

Slide 2

Agenda

Problem Management

Completed Projects

Portfolio

Budget Status

Priority

Execution Delivery Schedule

ELM Rollout – Move to Execution Phase

Commitment Accounting Rollout – Move to Execution Phase

Program Status

HCM

Financials

Scorecard

Executive Issues

Slide 3

Problem Management

SQL Requests in Total Year-to-Date 2009

January

February

March

April

May

June

July

August

September

ARBI

0

0

0

0

0

0

0

0

0

CRM

1

1

1

2

0

0

0

0

0

Procurement

12

5

4

8

3

9

4

1

8

HRMS

20

21

18

18

10

11

7

24

16

Financial

13

10

34

28

14

16

16

19

15

EPM

2

1

2

2

8

6

1

0

1

ELM

0

0

0

1

0

0

0

0

0

Legend

ARBI - Accounts Receivable/Business Intelligence

CRM - Customer Relationship Management

HRMS - Human Resources Management Systems

EPM - Enterprise Performance Management

ELM - Enterprise Learning Management

Slide 4

Problem Management Summary

Summary

Total Problems

Resolved or Resolution in Process

Investigating

DR to be Created

Financials

7

4

2

1

PO

1

0

1

0

HCM

7

2

3

2

Total

15

6

6

3

Slide 5

Completed Projects 2009 – Total 9

Project status Green - 67%

Project Status Red - 33%

Project Status Yellow - 0%

Description: BAS completed a total of 9 projects in year 2009. Of those nine, 39% were 25% over schedule or budget. 67 were within 15% of schedule and budget. None were completed between 15 to 25% of budget or schedule.

Slide 6

Completed Project, since last BAS Executive Board

Commitment Accounting, Schedule (Green); Budget (Green)

Description: Since the last BAS Executive Board meeting the Commitment Accounting project was completed. It was within fifteen percent of schedule and budget.

Full integration test and UAT will coincide with GPC and Concept Agencies

Slide 14

BAS – 2600 Manager Self Service

Overall Issues Status: GREEN

Project is just being initiated

Key Activities

Task

Percentage Complete

Start

End

Requirements Matrix, Configuration

10/01/2009

10/16/2009

Configuration

11/02/2009

11/27/2009

Development

10/15/2009

12/15/2009

Security

10/15/2009

12/15/2009

Integration Testing

12/01/2009

12/19/2009

Requires Awareness:

None

Slide 15

BAS – 2636 Commitment Accounting Rollout

Overall Issues Status: GREEN

A Rollout plan/schedule has been developed. Group B presentation is ready and scheduled for 10/15. Roles and Responsibilities document is complete. Agency Implementation Packet is ready for distribution.

Key Activities

Task

Percentage Complete

Start

End

Prepare Implementation Packets for Agencies

100

10/01/2009

10/14/2009

Agency Kick-off Meeting

75

10/01/2009

10/14/2009

Agency Clean-up of Production Data

0

10/14/2009

12/13/2009

Convert Agencies in Test Environments

5

10/16/2009

12/1/2009

Requires Awareness:

None

Slide 16

BAS – 2637 Enterprise Learning Management Rollout

Overall Issues Status: GREEN

A Rollout Plan has been developed for OPM. The Kickoff Presentation is complete and was held on 10/12. Roles and Responsibilities Document is complete. Agency Implementation Packet is complete and has been distributed. Enterprise Learning Management Manuals are being updated due to process changes in Security Roles. DEQ is testing the Load Files to convert historical data.

Service Catalog Requests – Employee Self Service Rollout

As of Oct. 15, 30% of employees are scheduled to be live on Employee Self Services by February 2010

Presentations – Sept. 24 50 agencies, 150 Employees attended

Next Presentation Oct. 20

Slide 18

Program Status

Financials Phase II Modules

Slide 19

BAS – 2595 Accelerated OSF/ODOT AR/BI

Overall Issues Status: GREEN

A Rollout plan/schedule has been developed. Group B presentation is ready and scheduled for 10/15. Roles and Responsibilities document is complete. Agency Implementation Packet is ready for distribution.

Key Activities

Task

Start

End

Define Business Process Flows – Completed

8/3/2009

8/11/2009

Define Agency Configuration – Completed

8/3/2009

8/14/2009

Test Security – Completed

8/12/2009

9/4/2009

Prepare for Integration/UAT – Completed

8/12/2009

9/1/2009

Perform Integration / UAT

9/9/2009

10/22/2009

Go – Live

10/30/2009

Requires Awareness:

None

Slide 20

BAS – 2596 Deposits

Overall Issues Status: GREEN

Due to this project not starting until after OSF/ODOT Accelerated Accounts Receivable/Business Intelligence. The only task in progress is development.

Key Activities

Task

Start

End

Development – Completed

7/6/2009

9/11/2009

Integration Testing

11/6/2009

11/26/2009

User Acceptance Testing

12/7/2009

12/18/2009

Training

12/7/2009

1/15/2010

Go Live

1/18/2010

Requires Awareness:

Estimate 559 people to train. No issues.

Slide 21

BAS – 2597 Asset Pilot

Overall Issues Status: GREEN

Currently on plan and development is in process

Key Activities

Task

Start

End

Integration Testing

11/9/2009

1/13/2010

Training Manuals

1/4/2010

2/5/2010

User Acceptance

2/3/2010

2/25/2010

Training

2/8/2010

3/5/2010

Go Live

3/8/2010

Requires Awareness:

First agencies to go-live on 03/08/2010

Added Asset Conversion

Slide 22

BAS – 2599 Grants, Projects, Contracts with AR/Billing

Overall Issues Status: GREEN

Currently on plan and development is in process

Key Activities

Task

Start

End

Define Agency Configuration

9/1/2009

11/30/2009

Clean-up and Format Conversion Data

9/1/2009

11/30/2009

Prepare for Integration Testing

10/1/2009

12/25/2009

Integration Testing

1/4/2010

2/16/2010

Training Manuals

1/18/2010

2/26/2010

Requires Awareness:

Go-Live is scheduled for:

ODOT – 05/03/2010

OESC – 07/05/2010

Slide 23

BAS - 2602 AP Workflow Status

Overall Issues Status: GREEN

In September, Maximus was on site and performed a Fit/Information gathering sessions with OSF and select other agencies.

Key Activities

Task

Percentage Complete

Start

End

Review/Adjust Implementation Packet

100

9/7/2009

9/11/2009

Review/Adjust Kickoff Presentation

50

9/11/2009

9/18/2009

Perform Kickoff Presentation

50

9/11/2009

10/30/2009

Requires Awareness:

Resource was called for Jury duty, and scheduled for vacation thus the development of the plan is delayed.

Oracle has not provided contact information so the messaging of roles from HCM to Financials can not be determined. This custom will have an impact on the amount of maintenance required to manage workflow users.

Slide 24

BAS – 2608 Item Maintenance

Overall Issues Status: GREEN

Project kick-off was on 08/19/2009. Consultant was onsite the week of 08/24/2009 to work with team and identify tasks.

Key Activities

Task

Start

End

Identify Item Strategy & Maintenance Requirements

9/1/2009

10/12/2009

Retro-fit and Unit Test Solution

9/15/2009

11/23/2009

Integration Testing

11/24/2009

12/18/2009

User Acceptance Testing

1/4/2010

1/13/2010

Go Live

1/19/2010

Requires Awareness:

Go-Live is scheduled for 01/19/2010. Good participation from DCS.

Slide 25

BAS – 2610 Inventory ODOT

Overall Issues Status: GREEN

A Rollout plan/schedule has been developed. Group B presentation is ready and scheduled for 10/15. Roles and Responsibilities document is complete. Agency Implementation Packet is ready for distribution.